MARKET RESEARCH
Pre-Earnings Prep Pack Two Days Before the Call
Watches your earnings calendar and, two trading days before each tracked company reports, compiles consensus estimates, last quarter's guidance.
How it runs
The automated pipeline, trigger to output.
- TriggerCalendar event fires two days before earningsGoogle Calendar
- ActionPerplexity pulls consensus estimates and revisionsPerplexity
- ActionExa retrieves prior quarter's call and guidanceExa
- LogicAssemble consensus, guidance, and watch list
- OutputEmail prep pack to covering analystGmail
- ActionFile copy to Coda earnings-prep tableCoda
What it does
Uses your earnings calendar as the trigger and, ahead of each report, builds a prep pack: street consensus for revenue and EPS, the prior quarter's guidance and how the company tracked against it, and a short list of watch items to listen for on the call. It gives analysts a focused checklist before they dial in.
When to use it
Run it through earnings season so no covered name catches you flat-footed. Especially useful when calls cluster and you need to walk into each one already knowing the bar and the open debates.
How it works
- 1A Google Calendar trigger fires when an earnings event is two trading days out.
- 2Perplexity pulls current consensus estimates and recent analyst revisions for the ticker.
- 3Exa retrieves the prior quarter's earnings call and guidance language.
- 4A logic step assembles the consensus, prior guidance, and a generated watch list into a single prep pack.
- 5The pack is emailed to the covering analyst via Gmail.
- 6A copy is filed to a Coda earnings-prep table for the desk.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect ExaNeural search across the web.
- 4Connect GmailRead, draft, send, label.
- 5Connect CodaDocs, packs, automations.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.